I'm looking for someone proficient in Excel to assist with data entry and basic data analysis. Requirements: - The task involves entering numerical data into an Excel sheet. - The data is for both analysis and record-keeping, so accuracy is crucial. - I also need some basic Excel functions applied to the data, particularly summation and averages. Skills & Experience: - Proficient in Excel with experience in data entry - Knowledge of basic Excel functions (sums, averages) - Attention to detail for accurate record-keeping - Some experience with data analysis would be a plus Looking forward to your bids. Thank you.
I'm looking for a skilled developer to create a bot for QuantConnect (QC...should be equipped with the ability to execute trades in real time based on the parameters set into it. - Monitoring Live Data: The bot should be capable of keeping track of and analyzing live data in real time to aid in timely decision making. The developer should be familiar with QC, have a good understanding of bot programming for trading platforms, and possess excellent knowledge in data analysis. Experience in creating efficient bots for trading-related tasks is highly preferred. Proficiency in python or C# could be an advantage, as QC supports both. Get in touch if you think you are the right fit for this project. I look forward to working with a professional who will help the project meet its ...
I'm in need of a skilled professional who can adeptly handle both copywriting and Excel data analysis tasks. For this project, the copywriting will need to be informative in nature. Aim it towards industry professionals, with the intent of providing detailed information in an engaging, digestible format, not advertising or branding. Excel expertise should include, but not be limited to, proficient data analysis capabilities to make sense of complex datasets. Ideal skills for the job: - Proven experience in copywriting, specifically informative writing. - Strong knowledge of Excel, particularly in the field of data analysis. - Ability to communicate complex information in an understandable manner to industry professionals. - Excellent attention to detail. - Proact...
I'm seeking an individual proficient in Excel, with significant experience specifically in entering statistical data. The task revolves around efficiently and accurately typing numbers into an Excel sheet, which will then be processed for statistical analysis. Key Responsibilities: - Accurately input numerical data into Excel - Familiarity with statistical data is advantageous - Format inserted numbers as percentages Ideally, the individual will have stellar attention to detail, the ability to work under tight deadlines, and a strong grasp of handling statistical data. Prior experience in a similar role will definitely give you an edge.
I'm looking for a professional who can assist me with organizing financial data in an Excel sheet. This organized data will be used for reporting purposes. Key Responsibilities: - Inputting and arranging financial data - Ensuring accuracy and consistency of data - Creating a well-structured Excel sheet for reporting Ideal Skills and Experience: - Proficiency in Excel and data entry - Attention to detail and accuracy - Understanding of financial data - Experience with creating reports from data The successful freelancer will need to have a keen eye for detail, as the accuracy and correctness of the data is crucial for its utilization in our reporting.
I'm seeking a knowledgeable individual to conduct a comprehensive comparative analysis on the economic dynamics of the India-Europe supply chain. You will study various aspects including: - Trade volume and policies - Infrastructure and logistics - Market dynamics and trends This analysis should cover past, present and future projections, providing me with a clear representation of the evolution over time. An understanding of international economics, supply chain management, and comparative analysis will be crucial for this project. Your findings will form the foundation of my thesis, so accuracy and attention to detail are key. Please note that the timeline of this thesis encompasses the past 5 years, the current year, and also includes future projections. ...
I am seeking a skilled business analyst with a robust understanding of the technology sector to perform predictive modeling and statistics on a data set of less than 1 GB. Key responsibilities and requirements include: - Researching and analysing data in order to forecast business trends - Providing insights to help inform strategic planning and decision-making - Working with dataset...insights to help inform strategic planning and decision-making - Working with datasets of less than 1 GB - Experience with modeling software and BI tools Ideal candidates should demonstrate: - Proficiency in predictive modeling and statistics - Sound knowledge and insights of the technology sector - Strength in data-driven strategic thinking - Attentiveness to detail and accuracy in predictive ana...
...seamless payment integration. Credit card and PayPal payment options are a must. URL : Ideal Skills and Experience: - Proficiency in e-commerce website development, with a portfolio that demonstrates your ability to design and build high-performing online stores. - Extensive experience in integrating payment gateways, with a strong understanding of security issues related to financial transactions. - Knowledge of best practices in UX/UI design, ensuring a smooth and engaging customer experience. - Excellent communication skills and ability to work collaboratively, as I value transparency and timely updates on project progress. We need a visual of the site and the visual of the admin panel in order to consider the awardee. Please, only bid if you have a proven tr...
I'm urgently looking for an engineer specifically skilled in using Finite Element Analysis (FEA) for detailed structural analysis. Key project details include: - The project focuses only on metals. - The objective is to derive a comprehensive structural understanding using FEA. - The task is of high urgency, needing AS SOON AS POSSIBLE. Ideal applicant should have: - Proven experience in structural FEA, especially with metals. - Ability to work under tight deadlines without compromising the quality of work. - Demonstrated proficiency in the required FEA software. Please submit your bids along with a brief description of similar projects you've done earlier.
I'm looking for a talented C# developer who can help me add new features to my application and also optimize its performance. The primary goal of this project is to enhance the overall performance of t...better performance. - Memory Management: The application currently faces memory management issues that need to be addressed to make it more efficient and less resource-intensive. Ideal skills and experience for this project include: - Strong C# development skills - Prior experience in refactoring and performance optimization - Understanding of database query optimization - Proficiency in algorithm analysis and optimization - Knowledge of memory management techniques in C# applications If you're a proactive and skilled C# developer with a keen eye for optimization, I'...
I am looking for an SEO expert with proven experience in getting traffic to work in partnership with me on my pro...optimization. I am looking for a medium-term partnership, lasting between 4-6 months. Goals: - Increase website traffic - Improve search engine rankings - Generate more leads and conversions Ideal Skills and Experience: - Proven track record in increasing website traffic and improving search engine rankings - Experience in optimizing blogging/informational websites - Proficiency in keyword research and analysis - Ability to effectively implement on-page and off-page SEO strategies - Knowledge of content marketing and link building techniques - Familiarity with SEO tools and analytics platforms Keywords: - I have a list of specific keywords and phrases that I want to...
I'm in need of a skilled professional who can adeptly handle both copywriting and Excel data analysis tasks. For this project, the copywriting will need to be informative in nature. Aim it towards industry professionals, with the intent of providing detailed information in an engaging, digestible format, not advertising or branding. Excel expertise should include, but not be limited to, proficient data analysis capabilities to make sense of complex datasets. Ideal skills for the job: - Proven experience in copywriting, specifically informative writing. - Strong knowledge of Excel, particularly in the field of data analysis. - Ability to communicate complex information in an understandable manner to industry professionals. - Excellent attention to detail. - Proact...
I'm looking for an experienced Odoo developer to help me do bookkeeping in my existing Odoo 14 system. Key requirements: - Integration of Invoicing and payments, and reconciliation functionalities, ensuring these...Integration of Invoicing and payments, and reconciliation functionalities, ensuring these aspects are seamlessly integrated and can communicate with each other efficiently. - Training and documentation on how to use these functions. Ideal Skills and Experience: - Proven experience with Odoo 14, having worked on similar projects in the past. - Strong understanding of bookkeeping practices and financial management and Australian GST / BAS - Ability to build robust and scalable systems. - Excellent communication skills and the ability to explain complex concepts in ...
I'm in need of a financial analyst to perform firm monetary valuation for an impending merger in the educational sector. Key Tasks: - Financial forecasting and budgeting - Financial statement analysis - Investment analysis The purpose of the valuation is to support a merger or acquisition. The ideal candidate will need to have a strong background in financial analysis and M&A within the education industry. Skills and Experience: - Proven experience in financial forecasting, budgeting, and investment analysis - Expertise in financial statement analysis - Previous experience in the education industry - M&A experience specifically in the education sector would be highly beneficial. Please, don...
...can efficiently audit the financial records of a Trust. The audit should be conducted at a yearly level, ensuring accuracy and comprehensiveness in the review. Key tasks for the project include: - Building an automated audit tool: The macro should be capable of assessing financial records of the Trust with minimal manual intervention. - Ensuring high level of detail: The work is format based. Proper posting of the records should be done repeatedly year on year - Application in Excel: The macro should be fully functional in Excel, allowing for easy integration into the Trust's existing data management processes. Ideal skills and experience for this project: - Proficiency in VBA: Expertise in designing intricate and efficient macros in Excel is a necessity. - Fina...
...Responsibilities: Review the existing R scripts to ensure they meet the project requirements. Test the scripts to confirm they function correctly and efficiently. Verify the accuracy and completeness of data analysis. Suggest and implement improvements for better performance or clarity. Document any changes made and provide feedback on the script. Required Skills: R Programming: Strong skills in R are essential for understanding and optimizing the existing scripts. Data Analysis: Proficient in analyzing large datasets and improving data handling and processing techniques. Statistical Analysis: Ability to apply statistical methods to verify results and improve data interpretation. Problem Solving: Must be excellent at identifying issues and finding effective solution...
I'm looking for a seasoned structural engineer to take on a project involving the design and analysis of a residential building. Key responsibilities for this project include: - Drafting accurate structural designs – this includes producing detailed plans in a timely manner - Analysing structural components to ensure they satisfy our functional requirements and adhere to the latest local building codes - Requiring slab design, wind bracing, tie downs, and truss connection detail to existing trusses, steel beam over large external door, garage lintils and window lintils, specifications referencing Australian standards Your application must demonstrate your skills, experience and: - Past successful residential building projects - The use of the latest design and dr...
...integrations, design frameworks, and payment setups. Distribute approximately 3,000 promotional QR-coded leaflets weekly. Utilize provided spreadsheets for basic sales funnel analysis. Achieve monthly targets of 150 salons signed and 3,000 app downloads to qualify for performance bonuses. Provide real-time geolocation updates during field movements. Candidate Requirements: Minimum 2 years of experience in B2B sales, preferably within the beauty, wellness, or tech industries. Strong understanding of sales strategies and customer relationship management. Proficient in Excel and capable of managing basic sales data analysis. Exceptional communication and interpersonal skills. Ability to commit to BookBook's unique brand and sales approaches. Must be organized, self-motiv...
I'm looking for a talented developer who can create an AI interviewer for me. This system should be able to conduct interviews, analyze candidate re...candidate responses - It should be able to provide feedback on interview performance Integration: - The AI interviewer will be part of my existing website Interaction: - I want the AI interviewer to interact with candidates by generating real-time spoken questions Ideal Skills and Experience: - Proficiency in AI development - Experience with building systems for interviewing, and candidate analysis - Previous experience with integrating AI systems into websites - Strong communication skills for generating real-time spoken questions Please share your relevant experience and a brief overview of how you would approach this proje...
...goals. Previously we have found that posting regularly on socials isn’t enough to drive traffic to our website or bring new clients to us. We are looking for someone that understands the idea of creating ads that have a call to action. Our objectives are: - Building our brand awareness - Increasing website traffic - Generating meaningful leads We trust you will leverage your expertise in data analysis, content creation, SEO and, most importantly, your in-depth understanding of our platforms (Facebook & Instagram), to transform our current social media presence. Your ability to identify and understand our target audience, and formulate strategies that engage and convert, is key to this role. Candidates with a strong track record in delivering results related to our ...
I'm seeking an expert to revise an annual financial model for a Saas Startup. The successful bidder will be tasked with modifying revenue projections, adjusting expense figures and adding new financial metrics. The final version of the model should be delivered as an Excel spreadsheet. This project requires deep knowledge of financial analysis, Excel forecasting tools and financial metrics. Familiarity with financial models and proven track record in creating or modifying them is essential.
Developing a unique tool to track performance indicators related to my sports game. The application should focus on collecting statistical data for both player and team performance. graphical representation ok, but need numerical and tabular format to accurately depict game stats especially for goalie saves vs. goals against. Ideal Skills and Experiences: - Strong technical expertise in de...Strong technical expertise in developing gaming applications/ tools - Prior experience in creating statistical data applications for sports teams - Good understanding of sports metrics Key Tasks: - Implementing a feature to track and calculate player performance statistics - Including specifics for tracking team performance data - Creating the system to generate data tables and numbers for easy an...
Part-time recruitment for fashion store tracking in NY/LA/BOSTON/ORLANDO. Take photos of local chain offline fashion stores, mainly focusing on shelves and product images. Photos are only for project analysis and will not be used for any commercial purposes. Payment will be settled directly upon completion of the photos.
I'm in need of a Python Engineer with experience in TensorFlow to develop a Desktop application Stock Analysis System. The system is intended to perform real-time stock data analysis and would utilize an AI-driven stock selection algorithm, derived from Indexes, Sectors, ETF's, and subsections.
Part-time recruitment for fashion store tracking in NY/LA/BOSTON/ORLANDO. Take photos of local chain offline fashion stores, mainly focusing on shelves and product images. Photos are only for project analysis and will not be used for any commercial purposes. Payment will be settled directly upon completion of the photos.
I am looking for a pivot table expert who can bring advanced features to my data analysis tool. - Calculated Fields: The core requirement is to create calculated fields, specifically subtraction, using the same data (but of different periods, for example, I have a data table that lists sales for multiple periods, if I pivot on 2 different years, how can I create a calculated field that subtract one year from the other, when the field is the same) that is presented in the pivot table. - Functionality: The table should have all the typical functionalities of advanced pivot tables, such as filtering data, calculating totals and subtotals, and grouping data. I'm looking to have this project completed as soon as possible. Experience in pivot table customization and advanced Exc...
...prospective clients, and closing deals. Your primary focus will be on selling projects related to Angular, Python, Django, WordPress, Shopify, PHP, and Zoho CRM. Responsibilities: Identify and prospect new business opportunities in the target market. Develop and maintain a robust pipeline of leads through various channels such as cold calling, networking, and referrals. Conduct thorough needs analysis and understand the requirements of potential clients. Present our company's capabilities and IT solutions to prospective clients in a compelling and persuasive manner. Collaborate with the technical team to tailor solutions according to client requirements. Prepare and deliver proposals, quotes, and presentations to clients. Negotiate contract terms and pricing to ensure mutua...
Seeking native English-speaking freelance analyst for long-term forex market project. Conduct comprehensive fundamental analysis of currency instruments. Provide insights, forecasts, and recommendations based on economic indicators, geopolitical events, and market trends. Strong analytical skills and expertise in forex trading required.
I'm looking for a professional who excels in PowerPoint presentations. The tasks primarily include creating comprehensive and engaging presentations. Additionally, I need someone with experience in branding strategy and lead gen...(Business to Consumer). I have ideas I wrote on paper, I need someone to organize it and put it on power point. Key Responsibilities Include: -Ideation and creation of fascinating PowerPoint presentations -Developing a branding strategy Ideal Candidate: -An extraordinary creative mind with high-level proficiency in PowerPoint, including presentations’ creation. -Expertise in consumer market analysis, lead generation, and branding strategy. -Experience or understanding of the B2C industry -A proven track record of executing successful lead g...
...skilled Google SEO expert to conduct a detailed analysis of the SEO tactics used by and , with a specific focus on their backlink strategies. The objective is to develop a comprehensive SEO strategy that our internal team can implement to enhance our website's backlink profile and improve keyword rankings. Responsibilities: Perform an in-depth SEO analysis of the targeted websites to uncover how they manage to build a large volume of backlinks. Create a detailed SEO strategy, including actionable steps and guidelines that our team can follow to replicate successful backlinking tactics. Provide strategic recommendations for improving our website's overall SEO performance. Requirements: Proven track record in SEO analysis and strategic planning. Strong a...
So...some btc from my wallet late last year, and I need a bitcoin blockchain analysis forensic expert to help track it down, or identify any clues that will lead to the perpetrators. I think the btc was stolen via anydesk I have the anydesk target machine ID, and the transaction One of the transactions was The funds ended up in this wallet: Can you connect this to a kyc wallet? Or identify next steps? Please bid if you have experience recovering bitcoin or blockchain analysis. because of scams, please show examples of your previous work
I'm currently seeking assistance in creating a compelling pitch deck to secure investment from venture capitalists for my project in the film industry. - Ideal Skills: Expertise in design and formatting, an understanding of financial data and investor needs, creativity, and knowledge of the film industry. - Job Experience: Applicants with successful past pitch deck projects, especially those with experience in the film industry, will be strongly considered. For Australian Market Must Have Experience in Pitching to Screen Qld , SBS, Screen Australia . Overall, the pitch deck should clearly communicate the concept, the market potential, return on investment and our strategic outlook in the film industry. Pace, context, aesthetics, and visual appeal will be critical.
I'm currently seeking assistance in creating a compelling pitch deck to secure investment from venture capitalists for my project in the film industry. - Ideal Skills: Expertise in design and formatting, an understanding of financial data and investor needs, creativity, and knowledge of the film industry. - Job Experience: Applicants with successful past pitch deck projects, especially those with experience in the film industry, will be strongly considered. For Australian Market Must Have Experience in Pitching to Screen Qld , SBS, Screen Australia . Overall, the pitch deck should clearly communicate the concept, the market potential, return on investment and our strategic outlook in the film industry. Pace, context, aesthetics, and visual appeal will be critical.
I require an extensive business plan and financial projections for an oil field extraction project in Kazakhstan. This will be instrumental in securing investment. Please consider the following: - Global oil and gas industry knowledge is paramount. Understanding trends, risks, and opportunities in this sector will greatly enhance the credibility of this plan. - The business plan should harness the provided financial history, intricate specifications of the oil field and showcase the expertise and structure of our current team. - Input these factors, amongst others, into a comprehensive analysis resultant in feasible and persuasive financial forecasts. The ideal freelancer has background in investment banking, finance or business planning, with a plus being...
I'm...developer to build a business plan maker, specifically designed for providing exceptional financial projections. Some core aspects to focus on during the development process should include: - Exceptional Skills: C# or Java programming for Windows, MacOS, and Linux. - Key Feature: Financial projections. Your responsibility will be to ensure that this feature allows for accurate and sophisticated financial forecasting. - User Experience: While the design preferences and data import/export capabilities aspects were skipped, it would be beneficial for you to have UX/UI skills to provide a smooth experience for users. Your background in developing business applications and prior experience in creating financial modeling software will significantly contri...
I'm seeking an experience...resources and a risk management tool, in addition to the regular features of a web application. - Web Application: The project includes developing a sophisticated risk management tool as part of the web application. Ideal Skills and Experience: - Proficiency in web development, specifically in developing user-friendly, visually appealing websites. - Experience with UI/UX design, especially for financial or trading platforms. - Knowledge of web application development, particularly with educational and risk management tools. - Familiarity with e-commerce platforms or comparable tools. The successful candidate will have the opportunity to work closely with me throughout the project, ensuring that the final product reflects the vision and objectives o...
I'm in need of a Python Engineer with experience in TensorFlow to develop a Desktop application Stock Analysis System. The system is intended to perform real-time stock data analysis and would utilize an AI-driven stock selection algorithm, derived from Indexes, Sectors, ETF's, and subsections. Key requirements include: - Implementation of real-time stock data analysis capabilities - Development of an AI-driven stock selection algorithm - Proficiency in Python, with a strong preference for TensorFlow - Experience in creating Desktop applications Ideal candidates for this project should have a solid background in machine learning, particularly in using TensorFlow for AI applications, as well as a strong understanding of stock market principles. They ...
I'm in need of an expert who can help me in a security analysis task. I need to find all subdomains associated with a specific website. Key Requirements: - The deliverable should be an Excel spreadsheet that clearly lists all subdomains. - It should be a comprehensive one-time report, with no need for continuous monitoring. Ideal Experience: - Proficiency in web security analysis and subdomain enumeration. - Previous experience in preparing detailed reports in Excel. - Strong communication skills to ensure a clear understanding of the requirements. If you're confident in your ability to help with this project, I'd be glad to discuss further details.
Having an S-Corp, I've previously handled my business taxes. However, I'm now urgently in need of a tax return amendment specialist who can swiftly and accurately adjust elements of my tax return. This will encompass the following areas: - Income adjustments - Expense corrections - Payroll changes I'm looking for someone with specific experience in these areas who can decipher complex financial information with ease and deliver accurate results. The task is to be completed impressively swiftly - on the same day. I expect the freelancer to be wholly familiar with S-Corp tax filing, comprehensive in understanding payroll, and a whizz at navigating income and expenditure information. Fee transparency is crucial to me, so please share your rate upfront when applying t...
I am seeking the development of an API on AWS using Python with Lambda. This API should integrate seamlessly with my website. The Python code required is straightforward; it primarily handles the conversion of various financial interest rates and computes the growth of an individual's equity. Additionally, I require comprehensive documentation of the development process, as I plan to undertake similar projects on my own in the future should I develop other applications.
I'm venturing into a new business and need assistance in setting up an A...up an Amazon business account. I'm uncertain regarding the category of products we'll be selling, so your expertise in market research and trend analysis will help determine a potentially lucrative sector. If you've significant experience in Amazon account set-up, product identification, and can assist with initial business strategy, this job suits you. Use your Amazon business account knowledge to shape a novice company into a future industry leader. Your creativity and strategic vision are vital to building a successful Amazon store. - Setting Up Amazon Business Account - Identifying Potential Selling Categories - Creativity and Strategic Analysis - Building Successful Business S...
I'm in need of a business plan financial forecasting expert to create the financial statements for my business plan. The main purpose of the business plan is to secure a business startup loan. Key requirements: - Develop a comprehensive financial forecast that includes income statement, balance sheet, and cash flow statement - Provide a detailed explanation of the assumptions used in the forecast - Ensure the financials are aligned with the business plan's goals and objectives - Experience in preparing financial forecasts for services industry is a plus. - Previous success in helping clients secure business loans is highly desired.
I'm looking for an eye-catching and memorable modern or 3D engaging logo for my consulting business. Business name is Tru Native Consulting. I am ...incorporated, if possible, please. Key Requirements: - **Color Scheme**: The logo should primarily incorporate shades of Blue, Black, Gray, or Silver. - **Style**: I'm looking for a modern or 3D design, so please avoid overly intricate or vintage styles. - **Portfolio**: Please include examples of your past work in your application. I'm keen to see your experience with modern logos, especially in the financial or consulting sector. Experience with these aspects of logo design is important. I'm mainly interested in seeing past work you've done, so please make sure to share that in your application. Looking fo...
I am in need of an experienced financial specialist preferably adept in Florida household payroll along with tax calculations. Strong experience in payroll management, tax computation and understanding of business P&L is necessary for this role with evidence of professionalism, good references and/ or reviews. The payroll is small and includes regular check-ups and payroll calculations for my family employees of 1-3 individuals and tax computations. The total payment per month is Approx $800 USD. In addition to household payroll your expertise will also extend to my business needs, where you will manage and assess the profitability and losses. Small Business Est Gross Income $30,000 USD $7,000USD NET On average up to no more than 150-200 transactions a month. IMPORTANT:...
I need an expert with strong Excel skills to create two simple line graphs. Though I didn't provide specifics, these will be used to illustrate financial data, so experience in creating graphs for financial analysis would be ideal. Fast turnaround is critical. I will share 2 images of sample graphs. You need to put same data but have to create it line graph and in excel. I need this now. If you can't do now then please dont waste my time.
I require a professional who can develop a detailed sales forecasting report leveraging Power BI. The project needs to be done within one day. Key Requirements: - Utilize data from Excel spreadsheets for the forecasting. - The sales forecast should be detailed, b...who can develop a detailed sales forecasting report leveraging Power BI. The project needs to be done within one day. Key Requirements: - Utilize data from Excel spreadsheets for the forecasting. - The sales forecast should be detailed, breaking down sales by product/service. - The forecasting model should be based on regression analysis. Ideal Skills: - Proficiency in Power BI. - Strong experience in Excel data analysis. - Proven track record in regression analysis for sales forecasting. - Ability to wor...
I'm looking for a professional to help me understand the main engine nozzle fitted to the space shuttle. This project is aimed at exploring the technical aspects of the main engine nozzle on the space shuttle. I'm looking for someone who has a strong e...of the nozzle, the materials used in its construction, and the impact it has on the space shuttle's performance. Key deliverables include a comprehensive report or presentation highlighting the following aspects abstract, Introduction, literature review, Analysis and Discussion, Conclusion, References Skills in aerospace engineering, propulsion systems, and technical analysis are highly desirable for this project. Your understanding of space shuttle components and their functionality will be crucial in del...
I am looking for a data expert familiar with Microsoft SQL Server Management Studio who can help me export data specifically for analysis. The data will need to be exported as is, with no transformations or filters applied. The final output should be an Excel file which can be used for our upcoming project. Ideal Skills and Experience: 1. Proficient in Microsoft SQL Server Management Studio 2. Experience in data export to Excel 3. Understanding the importance of data cleanliness and integrity 4. Able to deliver work with accuracy and speed.
...outsourced paraplanning business in the field of Financial Planning in Australia. The two major parts of this business that I think AI could assist with, if done correctly are: 1. Reviewing the Work Requests that are sent to us. 2. Reviewing the Advice Documents that we have written to make sure they meet the client’s (Financial Planner) work request and are compliant with Australian Financial Planning legislation. The Process essentially works like this: 1. To clarify, our clients are Financial Planners around Australia. The Financial Planner will meets with their client and collect all the information on the client. This can be spread over numerous documents, including Client Fact Finds, Questionnaire, Bank Statements, Super/Pension...
